Tips for tax time
Get your documents ready for tax time with the help of Internet Banking or our Mobile Banking App. Whether you do your tax yourself or have an accountant do it for you, you’ll need to provide your financial year of interest earned. The summary of interest paid for the previous financial year will be available in the statement issued to you in early July.
Learn more about tax deductions you may be able to claim with our Tax tips for teachers article.
Mobile Banking App
Download a summary of interest paid for the previous financial year by logging in to the Mobile Banking App, selecting ‘Accounts’, then ‘Interest Details’, and then selecting the statement you want to view.
See a summary of all interest earned and interest paid in both the current and previous financial year by logging in to Internet Banking, selecting ‘Account Activity’, and then ‘Interest Summary’ from the menu.
Download your statements
You can find up to seven years of bank statements online by logging in to Internet Banking, selecting ‘Account Activity’, and then ‘Statements’ from the menu.
Select the statement you want to view. The summary of interest paid for the previous financial year will be available in the statement issued to you in early July.
Export transaction details for your tax software
You can export your account transactions in the form of a CSV, OFX, OFC, or QIF file. If your software supports these files, you can add your transactions to your tax software by following the steps below.
Step 1: Log into Internet Banking.
Step 2: Select the account you wish to export the transactions from.
Step 3: Select ‘View All Transaction and Account Details’.
Step 4: On the Account Summary page, select ‘Download’.
Step 5: Select the format you wish to export and the date range.
Step 6: Click on ‘Download’.